FOR NDIS PLAN MANAGERS
Built for plan managers who need better systems — not another spreadsheet.
Plan management is a high-volume, relationship-heavy business. You're managing dozens or hundreds of participants, processing invoices from providers, and communicating with families — with tools that weren't built for the job.
A note on what Carely does and doesn’t do: Carely is a business operations platform — CRM, communication, marketing, and payments. It does not do NDIS bulk claiming, PRODA integration, or budget tracking. Carely handles everything around the claim: participant and provider relationships, communication, invoicing, and follow-ups.
The pain points you know too well
Managing participants, processing invoices, and communicating with families — all at high volume, all at once.
Invoice tracking is overwhelming
Invoices arrive from providers via email, post, and portals. You need to check them, match them to participants, process them, and track payment. When volume grows, things get missed or delayed.
Participant communication takes forever
Participants and families want updates. They call, email, text, and message on social media. Responding to everyone, keeping records, and following up is a full-time job in itself.
Provider relationships need attention
You work with dozens of providers. Keeping track of who delivers what, their contact details, their reliability, and your relationship status is hard to manage in a spreadsheet.
Onboarding new participants is repetitive
Every new participant needs a welcome pack, a service agreement, an introductory call, and their details entered into your systems. Without automation, you're doing the same manual steps every time.
How Carely solves it
Less manual admin. Faster responses. Better relationships.
CRM
A single database for every participant and provider
Manage every participant and provider relationship in one system. Custom fields for NDIS-specific data — plan dates, funding categories, service types. Tags and segments to organise by location, plan review date, or whatever matters to your business. Unlimited contacts.
- Custom NDIS fields
- Tags and smart segments
- Plan review date tracking
- Unlimited contacts
INVOICE TRACKING
A visual pipeline for every invoice
Create a visual pipeline for provider invoices: Received → Reviewed → Approved → Paid. Drag and drop. Set automated reminders for invoices that have been sitting too long. Track the status of every invoice at a glance — no more checking emails.
- Kanban invoice pipeline
- Automated stale-invoice reminders
- At-a-glance status tracking
- Bulk status updates
COMMUNICATION
All participant and provider communication in one place
SMS, email, Facebook Messenger, Instagram DMs, Google Business Messages — unified in one inbox. See the full conversation history for any contact. Reply from the same inbox. No more hunting through separate apps.
- All channels unified
- Full conversation history
- Team assignment
- Read receipts and status
AUTOMATION
Automated onboarding for every new participant
When a new participant is added, trigger an automatic sequence: send a welcome email, create tasks for the team (service agreement, introductory call, provider setup), and schedule follow-up reminders. The same process, every time, without manual effort.
- Welcome email sequence
- Auto-created task checklists
- Follow-up reminders
- Service agreement workflows
What plan managers use Carely for
The workflows that keep your operation running.
Participant & provider CRM
Custom NDIS fields, tags, and segments. Unlimited contacts.
Invoice tracking pipelines
Visual kanban boards. Received → Reviewed → Approved → Paid.
Participant onboarding
Automated welcome sequences and task creation for every new participant.
Unified inbox
SMS, email, Facebook, Instagram, Google. One inbox, full history.
Plan review reminders
Automated alerts when plan reviews are approaching.
Text-to-pay invoicing
Send payment links via SMS. Accept Stripe payments instantly.
Before Carely, our invoice tracking was a nightmare — spreadsheets, sticky notes, and constant emails. Now everything's in a pipeline and nothing gets missed.
James T.
NDIS Plan Manager, Melbourne
EMAIL & SMS CAMPAIGNS
Keep every participant informed, at scale
Send bulk communications to participants — plan review reminders, policy changes, holiday schedules. Personalise messages using contact fields. Segment your list by any criteria: location, funding type, plan review date.
$197/month. Your whole team.
Unlimited users. Unlimited contacts. No per-participant fees.
See Full Pricing
Less manual admin. Better relationships. Faster payments.
Carely gives plan managers the systems to manage high volumes without the overhead.